Gifts and Membership Administrator

Naples, FL

Job Title: Gifts and Membership Administrator
Department: Membership and Development
Reports To: Database Manager
FLSA Status: Exempt

PURPOSE OF JOB: Generates membership renewal notices, processes/batches gifts and memberships, and assures integrity of data entry to membership database records.

ESSENTIAL DUTIES AND RESPONSIBILITIES:
• Receives and processes all gifts and memberships, including but not limited to memberships, foundation gifts, sponsorships, estate gifts, grants, major gifts, pledges, stock gifts, matching gifts, tributes, memorials, soft credits, gift memberships, event gifts, gifts-in-kind, and campaign gifts.
• Links payments to memberships, events, memorials, pledges, etc. if necessary.
• Troubleshoots and resolves variances related to gifts and memberships.
• Generates monthly membership renewal notices on time and in sequence to maximize the efficient renewal of all membership gifts.
• Sends out acknowledgement letters for contributions received and update acknowledgement letters in Altru, as needed.
• Coordinates with Development staff process for customized letters.
• Generates and mails all membership cards and new member packets.
• Maintains AFP (Association of Fundraising Professionals) code of ethics and confidentiality of all donor records and information.
• Adds Events to Altru including Good Fortune, Membership & Development Events, Learning Adventures, Group Programs, Summer Camp, etc.
• Adds Attendees after events in Altru- Attendees to be updated after every event.- Combine registration lists into one in order to update Altru.
• OneCause (Magic & Red Snook Tournament)
- Process reimbursements using credit card processing and auction software.
- Contact donors for rejected credit cards.
- Follow-up with donors on pending auction payments.
- Work with Database Manager on import/export from OneCause to Altru by payment type in coordination with Business Office. Post each batch to FE in coordination with Business Office.
- Import/Export acknowledgment letters to purchasers and donors.
- Night of Event – Oversees data team on the back end of the event for Auction Purposes: Entering auction bids. Printing Invoices, Night of Reconciliation etc.
- Generates reports in the interim period immediately after events.
• Maintains hard copy of donor files, records, and correspondence for Development office and enters in any emails and notes from anyone in the Development Office into Altru, when required.
• Constituent Codes: provides support to Executive Assistant to the President checking that Board and Committees are coded properly.
• Makes changes to Altru database as requested
• Functions as backup to Database Manager.

OTHER/NON-ESSENTIAL DUTIES:
• Assists with database clean up including de-duping of records and correction of gift entries with oversight from management.
• Assists with editing of donor listing for Annual Report and other recognition programs, as needed.
• Provides input in maintaining and updating Procedures and Policies manuals for Altru.
• Keeps track of supplies used for membership mailings such as membership forms, stationery, envelopes, inserts, etc. and communicate needs to Graphic Designer.
• Coordinates with volunteers and the Volunteer Services Manager for assistance with renewal notice mailings, assembly of new membership packets, etc.
• Processes new employee memberships and renewals.
• Reviews and researches returned mail generated from the Altru database.
• Reviews and updates database record for constituents who are recently deceased.
• Interfaces with Blackbaud Net Community staff to provide needed database information in order to complete web pages.
• Runs National Change of Address (NCOA) on constituent database on a quarterly basis.
• Assists Development office on events with set-up, greeting donors, clean up, etc. as needed.

The above statements describe the general qualifications required to perform the job and the general nature and level of work performed - not a complete list of duties - additional responsibilities may be assigned by management

QUALIFICATIONS:
• Five years’ experience in business or non-profit membership office or related professional field, with Associates or Bachelor’s Degree preferred.
• Proficiency in Microsoft Office - Word and Excel; knowledge of Altru or similar fundraising and membership software a plus.
• Organized and task-oriented; individual initiative and problem solving skills a must; willingness and strong desire to fully understand all components of membership tracking system critical.
• Possesses the ability to handle more than one project at a time and react appropriately in different situations.
• Ability to implement and track a specific task for an extended period of time.
• Ability to prioritize, process, and follow through with all membership transactions on a systematic and daily basis with extreme accuracy and attention to detail.
• Strong commitment to environmental conservation.

EDUCATION AND/OR EXPERIENCE:
• Bachelor's degree (B. A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

SKILLS AND ABILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

CERTIFICATES, LICENSES, REGISTRATIONS:
• Valid Florida Driver’s License

PHYSICAL, DEMANDS AND WORK ENVIRONMENT:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. There are no specific vision abilities required by this job.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate.

Date Posted: 12.27.2021